Margin leakage waterfall
List to pocket for any slice of the business, with the reason behind every bar and the record that governs it.
The business question
Where does margin disappear between list and pocket, and why?
What it does
Draws the walk from list to pocket for any slice of the business, with the reason behind every bar. Finance and sales get their own presets, and every bar drills to the record that governs it.
What’s inside
Composed from the platform’s own objects, so it is a configuration you can open, not a document.
- View: waterfall by segment, account, SKU
- Preset: finance and sales views
- Drill to governing record
Uses these metrics
The measures that call for this template when they move, each with its own page.
- Off-invoice leakageMetricAct when: Above the segment baseline, or up a point in a quarter
Commercial context required
What Revomo reads to run it. Everything else in the template is derived from these records.
- The governed commercial context: customers, products, transactions, prices, costs and agreements
Relevant industries
See this template in Revomo.
We will show the Margin leakage waterfall running on representative data, or on a slice of your own, and what it would take to run it on yours.